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Prudential Financial

865 hedge funds and large institutions have $30.3B invested in Prudential Financial in 2017 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 328 increasing their positions, 301 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $457M | Put options by funds: $239M

50% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 58

2% more funds holding

Funds holding: 848865 (+17)

9% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 301

4% more capital invested

Capital invested by funds: $29.2B → $30.3B (+$1.12B)

0.83% more ownership

Funds ownership: 65.2%66.03% (+0.83%)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

Holders
865
Holders Change
+17
Holders Change %
+2%
% of All Funds
21.53%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.55%
New
87
Increased
328
Reduced
301
Closed
58
Calls
$457M
Puts
$239M
Net Calls
+$218M
Net Calls Change
-$149M
Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
601
Palisades Hudson Asset Management
Florida
$364K
CA
602
Cetera Advisors
Colorado
$361K +$2.05K +19 +0.6%
APP
603
Avantax Planning Partners
Iowa
$360K +$48K +445 +15%
SFM
604
Systematic Financial Management
New Jersey
$352K
IH
605
IFC Holdings
Florida
$348K +$21.8K +202 +7%
HIM
606
Hillsdale Investment Management
Ontario, Canada
$348K +$60.4K +560 +21%
CS
607
Comerica Securities
Michigan
$344K +$348K +3,228 New
BFPW
608
BOK Financial Private Wealth
Colorado
$338K
CCT
609
Chemung Canal Trust
New York
$335K -$51.3K -475 -13%
IAM
610
Impax Asset Management
New Hampshire
$335K +$21.6K +200 +7%
FI
611
FormulaFolio Investments
Michigan
$330K -$573K -5,310 -63%
CWM
612
Connecticut Wealth Management
Connecticut
$330K
Nomura Holdings
613
Nomura Holdings
Japan
$323K -$7.38M -68,377 -96%
HCA
614
Harbour Capital Advisors
Virginia
$320K
SFFS
615
Stonehage Fleming Financial Services
Jersey
$320K
NA
616
NewEdge Advisors
Louisiana
$320K +$326K +3,024 New
PL
617
Parkwood LLC
Ohio
$319K +$323K +2,993 New
MCM
618
McKinley Capital Management
Alaska
$316K -$169K -1,570 -35%
Balyasny Asset Management
619
Balyasny Asset Management
Illinois
$313K +$317K +2,934 New
KWM
620
Kingsview Wealth Management
Oregon
$311K +$314K +2,914 New
FWM
621
Focused Wealth Management
New York
$309K +$16.1K +149 +5%
AIM
622
Avity Investment Management
Connecticut
$309K +$29.7K +275 +10%
BP
623
Ballentine Partners
Massachusetts
$307K +$312K +2,887 New
MIFH
624
Migdal Insurance & Financial Holdings
Israel
$302K -$15.5K -144 -5%
GT
625
Glenview Trust
Kentucky
$302K

PRU Hedge Fund Activity: Q1 2017 in Review

865 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2017, worth a combined $30.3B — up 3.9% from $29.2B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new PRU positions and 58 closed out — a net gain of 29 holders — while 328 added to existing stakes and 301 trimmed.

The largest buyer was BlackRock, adding an estimated $3.37B. The largest seller was Norges Bank, cutting an estimated $330M.

  • 865 institutional investors held Prudential Financial (PRU) as of Q1 2017, up from 848 in Q4 2016.
  • Funds reported $30.3B of Prudential Financial stock for Q1 2017, up 3.9% quarter-over-quarter.
  • 87 funds opened new Prudential Financial positions in Q1 2017 and 58 closed out, a net change of +29 holders.
  • The largest Prudential Financial buyer in Q1 2017 was BlackRock, an estimated $3.37B added.
  • The largest Prudential Financial seller in Q1 2017 was Norges Bank, an estimated $330M sold.

Based on aggregated 13F filings for Q1 2017.